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PIMCO Active Bond Exchange-Traded Fund
BOND

Overview Fund Activity

228 hedge funds and large institutions have $1.06B invested in PIMCO Active Bond Exchange-Traded Fund in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+3
Holders Change %
+1.33%
% of All Funds
5.23%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.28%
New
24
Increased
71
Reduced
82
Closed
20
Calls
$361K
Puts
–
Net Calls
+$361K
Net Calls Change
+$924K

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$185M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$13.3M
3
PSUF
3
People's United Financial
Connecticut
$6.91M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.1M

Top Sellers

1
PAMG
1
Patton Albertson Miller Group
Tennessee
$7.03M
2
PAG
2
Private Advisor Group
New Jersey
$1.99M
3
CA
3
Cetera Advisors
Colorado
$1.67M
4
AWMG
4
Alliance Wealth Management Group
New Jersey
$969K
5
RMC
5
Regis Management Company
California
$39.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$3.43M -$563K -5,461 -14%
PWMAG
52
Pinnacle Wealth Management Advisory Group
New Jersey
$3.38M +$495K +4,800 +17%
PFA
53
Paradigm Financial Advisors
Missouri
$3.31M -$100K -972 -3%
BWM
54
BerganKDV Wealth Management
Minnesota
$3.27M +$173K +1,677 +6%
LP
55
LGL Partners
Pennsylvania
$3.21M +$2.04M +19,771 +174%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$3M +$398K +3,864 +15%
WCM
57
Weik Capital Management
Pennsylvania
$2.85M +$31K +301 +1%
PAM
58
Peak Asset Management
Colorado
$2.77M +$40.6K +394 +1%
Prudential Financial
59
Prudential Financial
New Jersey
$2.74M -$51.5K -500 -2%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$2.74M -$32.3K -313 -1%
FAAS
61
First Allied Advisory Services
California
$2.74M -$224K -2,171 -8%
BCWM
62
Bartlett & Co Wealth Management
Ohio
$2.69M -$702K -6,810 -21%
BC
63
Bartlett & Co
Ohio
$2.69M -$702K -6,810 -21%
APA
64
American Portfolios Advisors
New York
$2.62M +$20.4K +198 +0.8%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$2.54M +$52K +505 +2%
CAN
66
Cetera Advisor Networks
California
$2.51M +$281K +2,731 +13%
SPIA
67
Steward Partners Investment Advisory
New York
$2.49M +$152K +1,475 +7%
PVH
68
Psagot Value Holdings
Israel
$2.37M -$235K -2,281 -9%
SMFG
69
Sumitomo Mitsui Financial Group
Japan
$2.06M – – –
PAG
70
Private Advisor Group
New Jersey
$1.99M -$3.31M -32,132 -62%
SWM
71
SVA Wealth Management
Wisconsin
$1.98M +$1.98M +19,165 New
WA
72
Winfield Associates
Ohio
$1.95M -$278K -2,700 -13%
US Bancorp
73
US Bancorp
Minnesota
$1.88M +$306K +2,969 +19%
AT
74
Arden Trust
Delaware
$1.83M -$15.1K -147 -0.8%
KLI
75
Kelman-Lazarov Inc
Tennessee
$1.78M -$173K -1,679 -9%
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